11:05●●● ◉ ■

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Forum:CEO Forum - San Diego

Chair:John Smith

Type:CEO

Members:12

Frequency:Third Thursday

Location:123 St SW, San Diego, CA, 92101, USA

Next Meeting Date: Mar 16, 2026

Todo Completion: 0%

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10:42●●● ◉ ■

Thursday, 19 March

10:42

CEO Forum · San Diego On now

Forum Meeting

11 of 12 here · Dave Whitfield presenting

4:18remaining

DW 2 todos due today · 1 still open

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10:44●●● ◉ ■

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9:41●●● ◉ ■

Next Forum

2days

Thu 19 Mar, 8:00 AM

CEO Forum · San Diego

Owed by you

✓Q3 numbers to Ed

✓Book Chair 1:1

✓Read Ch. 4

2 due before the meeting

Meeting day · Thu 19 Mar

11of 12attending

8:00AMstarts

2due1 still open

☉ 123 St SW, San Diego · 24 min from your office

9:41●●● ◉ ■

CEO Forum · San Diego

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9:41●●● ◉ ■

Discussions · 12 replies

Ron Meyers

RM

Ron Meyers · 6:04 AMBringing a hard one to forum — we are 40% off plan and I think I have to let two people go.

✦Catch me up 12 replies

Reading the thread on this iPhone…

• Ron is 40% off plan and weighing two redundancies before year end.
• Six peers replied. Four urge cutting once and deep; two suggest a 90-day salary freeze first.
• Ed offered his severance script. Marcus asked to pray with Ron this week.
• You were asked directly: Ron wants your take on the freeze, since you did it in 2023.

🔒  Summarised on this iPhone. Nothing was sent anywhere.

Draft a replyRead all 12

MW

Marcus Webb · 7:12 AMPraying for clarity on this one, Ron. Can we talk Thursday?

Draft — written on device, yours to edit

C12 will not send anything you have not read.

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7:12●●● ◉ ■

Wednesday, 18 March

7:12

MWMarcus Webb · Discussions2m ago

Replied to your prayer request

“Praying for clarity on this one. Can we talk Thursday?”

ReplyI’m prayingOpen

✓ Marcus has been told you’re praying

CEO Forum · San Diego7:00

Forum Meeting tomorrow, 8:00 AM

123 St SW, San Diego · 2 todos still open before you arrive

Add to CalendarDirectionsMy todos

☼◉

9:41●●● ◉ ■

Whitfield Millwork

My Numbers

Q3 Revenue

$4.28M

▲ 11% on plan

Gross Margin

38.4%

▲ 1.2 pts

Cash

$812K

4.1 mo runway

Headcount

34

2 open roles

Monthly report

September — submitted

2 Oct · Visible to Ron Meyers and your forum group

October — due 3 Nov

Not started

☺

C12 is locked

Your numbers stay covered when you put the phone down. Look to unlock.

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9:41●●● ◉ ■

Whitfield Millwork — FY2025 statements

Return on capital employed14.2%

Sales growth rate11.4%

EBITDA18.6%

Expanded market capacity+2 states

Owner’s equity ratio0.62

Headcount34

Hold steady — looking for your Economic Value Add figures

CORE 2026 · section 10

Financial Management

5 of 5 EVA figures · check before you save

FY2025 statementsCaptured just now · attaching to this section ✓

Return on capital14.2%Scanned

Sales growth11.4%Scanned

EBITDA18.6%Scanned

Market capacity+2 statesScanned

Owner’s equity0.62Scanned

Key challengeYou’ll write thisYou

🔒  Saved encrypted, and filed against Financial Management. The statements attach too.

7:52●●● ◉ ■

Stewardship Under Pressure

March Curriculum · Stewardship Under Pressure

6:14-11:02

15s ▶ 30s

1.25×↓ Downloaded☰ Sections

7:58●●● ◉ ■

C12

Stewardship Under Pressure

Section 2 · arriving 8:09

▶C12

♫Music

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CarPlay — 123 St SW, 11 minutes away

9:41●●● ◉ ■

C12

Forum Meeting — March

CEO Forum · San Diego · Group 14

Date

Thu 19 Mar

Starts

8:00 AM

Venue

123 St SW

Dave Whitfield · Member since 2019

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☉Directions · 38 min from your office›

☾Turn on Forum Focus for the day›

4:18●●● ◉ ■

After your CORE presentation

Two minutes?

0:00 Done

3 commitments found — edit before saving

Cut once and deep — decide headcount by 17 Apr

Raised by Ed Gaines

Todo

Talk it through with Laura before deciding

Raised by Marcus Webb

Personal

Bring the 90-day cash plan to April forum

Raised by Ron Meyers, Chair

Apr forum

🔒  Transcribed and summarised on this iPhone. The audio never left the device.

9:41●●● ◉ ■

One commitment

Two homes

In C12

✓

Send Q3 numbers to EdDue in March · Ed can see this

✓

Bring 90-day cash planApril forum

✓

Read March curriculumMarch

◯In Reminders

✓

Send Q3 numbers to EdMarch · C12 list

✓

Bring 90-day cash planArriving at 123 St SW

✓

Read March curriculumLeaving the office

Ticked in one. Updated in both. The Chair sees it either way.

Two shortcuts, not a builder

☉

When I leave 123 St SWAsk me to record my commitments

✉

When I next message Ed GainesRemind me about the Q3 numbers

9:41●●● ◉ ■

CEO Forum · San Diego

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Forum Meeting — March

Thu 19 Mar · 8:00 AM · 123 St SW

Send Q3 numbers to Ed

Due in March

Ron Meyers replied

12 replies in Discussions

March curriculum

5 sections · read or listen

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9:41●●● ◉ ■

Dave Whitfield · Whitfield Millwork

CORE 2026

Your presentation

7of 12

58% prepared

Presenting Thu 14 May · 54 days

🔒 Every section is encrypted. Only you and your Chair.

↶Carried from CORE 2025

Financial Management1 year “Can you hold margin through a downturn without cutting the people who built it?”

Personal Issue90 days “What does Laura think you should do, and have you asked her?”

Sections

✓ Revenue GenerationCompleted 2 Feb9

✓ Financial Management5 of 5 EVA figures — scan your P&L10

✓ Balance Wheel Trends3 years plotted11

✓ Key Questions2 carried forward · 0 new12

7 more · Personal Review, Ministry, SWOT…

One shell. Twelve surfaces.

The same Rails app, doing a great deal more

• Present on meeting day
• Glanceable every other day
• Private by design
• Lighter to use

Nothing here rebuilds C12 natively.